Civic Intelligence

Rotary Club of Rochester

990EZ • Fiscal year 2022 • EIN 41-0873284

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2022

Organization ProfileWWW.ROCHESTERROTARYCLUBS.ORG
2020 2nd Street SWRochester, MN 55902

(507) 285-0398

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.37x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.33x

Higher debt load relative to revenue than 86% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-26%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$38,074

Down $5,582 (-13%) from 2021

Net Assets

Up

$23,968

Up $1,675 (+7.5%) from 2021

Liabilities

Down

$14,106

Down $7,257 (-34%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin49th percentile

Revenue

Down

$42,133

Down $14,824 (-26%) from 2021

Expenses

Up

$40,458

Up $979 (+2.5%) from 2021

Net Income

Down

$1,675

Down $15,803 (-90%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $34,251Liabilities 2011: $5,389Net Assets 2011: $28,8622011Assets 2012: $40,920Liabilities 2012: $2,892Net Assets 2012: $38,0282012Assets 2013: $50,621Liabilities 2013: $21,7172013Assets 2014: $35,629Liabilities 2014: $4,046Net Assets 2014: $31,5832014Assets 2015: $35,644Liabilities 2015: $1,649Net Assets 2015: $33,9952015Assets 2016: $59,985Liabilities 2016: $30,961Net Assets 2016: $29,0242016Assets 2017: $23,291Liabilities 2017: $642Net Assets 2017: $22,6492017Assets 2018: $36,705Liabilities 2018: $25,745Net Assets 2018: $10,9602018Assets 2019: $11,602Liabilities 2019: $3,086Net Assets 2019: $8,5162019Assets 2020: $35,238Liabilities 2020: $30,423Net Assets 2020: $4,8152020Assets 2021: $43,656Liabilities 2021: $21,363Net Assets 2021: $22,2932021Assets 2022: $38,074Liabilities 2022: $14,106Net Assets 2022: $23,9682022Assets 2023: $49,903Liabilities 2023: $24,3912023Assets 2024: $34,944Liabilities 2024: $16,115Net Assets 2024: $18,8292024

Highlighted filing

2022

Assets$38,074
Liabilities$14,106
Net Assets$23,968
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $90,600Expenses 2011: $97,795Net Income 2011: -$7,1952011Revenue 2012: $99,688Expenses 2012: $90,522Net Income 2012: $9,1662012Revenue 2013: $74,810Expenses 2013: $83,934Net Income 2013: -$9,1242013Revenue 2014: $80,578Expenses 2014: $77,899Net Income 2014: $2,6792014Revenue 2015: $81,406Expenses 2015: $78,994Net Income 2015: $2,4122015Revenue 2016: $72,784Expenses 2016: $77,755Net Income 2016: -$4,9712016Revenue 2017: $75,483Expenses 2017: $81,858Net Income 2017: -$6,3752017Revenue 2018: $70,777Expenses 2018: $82,466Net Income 2018: -$11,6892018Revenue 2019: $85,523Expenses 2019: $87,967Net Income 2019: -$2,4442019Revenue 2020: $83,466Expenses 2020: $87,167Net Income 2020: -$3,7012020Revenue 2021: $56,957Expenses 2021: $39,479Net Income 2021: $17,4782021Revenue 2022: $42,133Expenses 2022: $40,458Net Income 2022: $1,6752022Revenue 2023: $44,077Expenses 2023: $42,533Net Income 2023: $1,5442023Revenue 2024: $29,934Expenses 2024: $36,617Net Income 2024: -$6,6832024

Highlighted filing

2022

Revenue$42,133
Expenses$40,458
Net Income$1,675
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2022
Return Version
2021v4.0
Gross Receipts
$42,133
Mission and Program Overview

Mission

Community and international humanitarian service

Program Services

DescriptionGrantsExpenses
THE ROTARY CLUB OF ROCHESTER HONORS ONE HIGH SCHOOL SENIOR FROM EACH OF OUR FOUR HIGH SCHOOLS EACH YEAR WITH A SERVICE ABOVE SELF AWARD. HONOREES ARE CHOSEN FOR THEIR DEDICATION TO SERVICE AND GOOD WORKS IN OUR COMMUNITY.--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY BETCHERPresident-$0--
ALISON GOODPresident El-$0--
CHRIS COLBYPast Preside-$0--
MARK KOTSCHEVARTreasurer-$0--
MARK BENSCOTERSecretary-$0--
LORIE LUEDKEDirector-$0--
JILL CORDESDirector-$0--
JULIE BROCKDirector-$0--
MELANIE TSCHIDADirector-$0--
BOB MUELLERDirector-$0--
FRED SUHLERDirector-$0--
STEVE SPERLINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Rochester
EIN
41-0873284
Phone
5072850398
Address
2020 2ND STREET SW, ROCHESTER, MN 55902

Signing Officer

Name
Alison Good
Title
President Elect
Phone
5072850398
Signed
2022-05-08

Preparer

Firm
Nietz Tax & Accounting LLC
Address
2020 2ND ST SW, ROCHESTER, MN 55902
Preparer
William a Nietz
Phone
5072850398
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 1,334 total 1,334”

Form 990-ez, Part I, Line 16

“Expenses office expense 995 conventions & meetings 325 insurance 1,030 rotary intl & dist dues 15,177 director expense 20 program expense 1,056 credit card fees 1,482 miscellaneous expense 804 subcontract labor 262 sas program 125 total 21,276”

Form 990-ez, Part II, Line 24

“Due from foundation 196 0 prepaid scrip 282 2,023 total 478 2,023”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,520 4,480 ibm grant to be spent 528 528 prepaid dues 19,315 7,688 due to foundation 0 1,410”

Raw XML Appendix138 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM NIETZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05072850398
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02020 2ND ST SW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043178
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036051
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038074
IRS990EZ/GrossReceiptsAmt042133
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040796
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023968
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AUDREY BETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISON GOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS COLBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK KOTSCHEVAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK BENSCOTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LORIE LUEDKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JILL CORDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MELANIE TSCHIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BOB MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10FRED SUHLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEVE SPERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0478
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02023
IRS990EZ/OtherExpensesTotalAmt021276
IRS990EZ/OtherRevenueTotalAmt01334
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY AND INTERNATIONAL HUMANITARIAN SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROTARY CLUB OF ROCHESTER HONORS ONE HIGH SCHOOL SENIOR FROM EACH OF OUR FOUR HIGH SCHOOLS EACH YEAR WITH A SERVICE ABOVE SELF AWARD. HONOREES ARE CHOSEN FOR THEIR DEDICATION TO SERVICE AND GOOD WORKS IN OUR COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019182
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021363
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014106
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040458
IRS990EZ/TotalRevenueAmt042133
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTERROTARYCLUBS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,334 TOTAL 1,334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 995 CONVENTIONS & MEETINGS 325 INSURANCE 1,030 ROTARY INTL & DIST DUES 15,177 DIRECTOR EXPENSE 20 PROGRAM EXPENSE 1,056 CREDIT CARD FEES 1,482 MISCELLANEOUS EXPENSE 804 SUBCONTRACT LABOR 262 SAS PROGRAM 125 TOTAL 21,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM FOUNDATION 196 0 PREPAID SCRIP 282 2,023 TOTAL 478 2,023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,520 4,480 IBM GRANT TO BE SPENT 528 528 PREPAID DUES 19,315 7,688 DUE TO FOUNDATION 0 1,410
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON GOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072850398
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF ROCHESTER
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0410873284
ReturnHeader/Filer/PhoneNum05072850398
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 2ND STREET SW
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823893341
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIETZ TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 2ND ST SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055902
ReturnHeader/PreparerPersonGrp/PhoneNum05072850398
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A NIETZ
ReturnHeader/ReturnTs02023-05-09T07:28:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOOD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,074
Liabilities
$14,106
Net assets
$23,968
Revenue
$42,133
Expenses
$40,458
Net income
$1,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$16.1$18.8$29.9$36.6$6.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$24.4$44.1$42.5$1.54
2022Detailed filing. Detailed filing data is available for this year.$38.1$14.1$24.0$42.1$40.5$1.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$21.4$22.3$57.0$39.5$17.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$30.4$4.82$83.5$87.2$3.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$3.09$8.52$85.5$88.0$2.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$25.7$11.0$70.8$82.5$11.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.64$22.6$75.5$81.9$6.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.0$31.0$29.0$72.8$77.8$4.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$1.65$34.0$81.4$79.0$2.41
2014Detailed filing. Detailed filing data is available for this year.$35.6$4.05$31.6$80.6$77.9$2.68
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.6$21.7$74.8$83.9$9.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$2.89$38.0$99.7$90.5$9.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$5.39$28.9$90.6$97.8$7.20